Brown Advisory
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Brown Advisory’s Sun Communities SUI Stock Holding History

Brown Advisory’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,095
Closed -$650K – 1239
2021
Q4 		$650K Buy
+3,095
New +$610K ﹤0.01% 817
2019
Q2 		– Sell
-4,511
Closed -$534K – 1244
2019
Q1 		$534K Buy
4,511
+23
+0.5% +$2.56K ﹤0.01% 971
2018
Q4 		$456K Hold
4,488
– – ﹤0.01% 952
2018
Q3 		$455K Buy
4,488
+225
+5% +$22.5K ﹤0.01% 1027
2018
Q2 		$417K Buy
4,263
+63
+2% +$5.92K ﹤0.01% 1016
2018
Q1 		$384K Buy
+4,200
New +$371K ﹤0.01% 904

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM